DF
DF

Donetta Friese

17 Years of Experience
Chambersburg, PA
Broker

Donetta Friese is a registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, with 17 years of industry experience. Donetta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1500 Nitterhouse Drive, Chambersburg, PA, 17201

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Donetta owns and operates Country Trading Post, selling candles for about a few hours per week without compensation. She also handles administrative tasks for trust/investment management accounts at Farmers & Merchants Trust Company, but does not handle securities transactions or make investment decisions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 9 mos
Cetera Investment Services LLCBroker
September 2013 - Present · 13 yrs
Previous Registrations
Invest Financial CorporationBroker
December 2008 - September 2013 · 4 yrs 9 mos
State Registrations3 states
MDPAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.